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Oct 3, 2012
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>> if you believe health care is always in vogue, science is making more safer medicines and we have a tremendous number of diseases to which we don't have good therapies, i would say health care investing is a very durable theme. >> and the smoke has cleared at this point, right, from the affordable care act, so-called obamacare? >> we have the edits if you will from the supreme court ruling. and i think what stands to be determined now is which way does the presidential election go. so the consensus you view obviously is that obama will win. and if that occurs, the reform as essentially written will go into place. if romney/ryan win, i think all bets are off. >> so if romney wins, you have to change your investment thesis and your ideas for what stocks could work in a romney administration? >> no, not really. you've had me on the program several times and i consistently try to talk about did your only investment themes. and that's one category is innovation, that's important new medicines for grieve vus illnesses. and another theme that will be with us regardless of who the preside
>> if you believe health care is always in vogue, science is making more safer medicines and we have a tremendous number of diseases to which we don't have good therapies, i would say health care investing is a very durable theme. >> and the smoke has cleared at this point, right, from the affordable care act, so-called obamacare? >> we have the edits if you will from the supreme court ruling. and i think what stands to be determined now is which way does the presidential...
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Oct 2, 2012
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inned end, what steams me about the stack market science, is the false sense of security. as we got through the difficult month of september and now we are fine. that is really helpful. until it turns bad, here is the bottom line, the problem with these patterns is that they help until they don't. they give you comfort until there is no reason for it. my advice, ignore the calendar, do the homehomework. a broken stock clock, write twice a day. bill, here is bill. >> cramer from ohio the football hall-of-fame. >> number two belongs but he never made a super bowl so go ahead. >> talking about mpc a company that is poised to take advantage of opportunity crews. >> what do you think? >> i agree. i think it is a terrific situation. they he don't understand about the balkin and the eagle firm. and mpc is a winner in that situation and not a loser. let's go to robyn in california. >> hi, jim. booyah i read that arising christmas shopping is expected this year. mattel or other kid oriented stocks, whether they rise during the holiday season and ba what you think they will do this
inned end, what steams me about the stack market science, is the false sense of security. as we got through the difficult month of september and now we are fine. that is really helpful. until it turns bad, here is the bottom line, the problem with these patterns is that they help until they don't. they give you comfort until there is no reason for it. my advice, ignore the calendar, do the homehomework. a broken stock clock, write twice a day. bill, here is bill. >> cramer from ohio the...
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Oct 3, 2012
10/12
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straightforward guidance and be able to focus on other things, like each other, which isn't rocket science. it's just common sense. from td ameritrade. n you take a closer look.... ...at the best schools in the world... ...you see they all have something very interesting in common. they have teachers... ...with a deeper knowledge of their subjects. as a result, their students achieve at a higher level. let's develop more stars in education. let's invest in our teachers... ...so they can inspire our students. let's solve this. >>> in dividends we trust. even if the economy gets stronger and you expect the feds to start tightening. that is why tonight we are checking up on a group of stocks that are renowned for beautiful yields. the real estate investment trusts. why? consider the ishares dow jones real estate etf. you can't decide on a single reit so you buy the whole cohort instead. it is up 12.9%. but in the last few weeks, we have been worried because this has been body slammed. we want to know if this is a garden variety pull back or the start of something worse. tonight we are going o
straightforward guidance and be able to focus on other things, like each other, which isn't rocket science. it's just common sense. from td ameritrade. n you take a closer look.... ...at the best schools in the world... ...you see they all have something very interesting in common. they have teachers... ...with a deeper knowledge of their subjects. as a result, their students achieve at a higher level. let's develop more stars in education. let's invest in our teachers... ...so they can inspire...
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Oct 4, 2012
10/12
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>> the knee jerk reaction is science and math. in fact, president obama last night said, hey, i'm going to hire 100,000 more science and math teachers. great, but that's not right. you know, i did some surfing around. i hope you have the graphic. i found the admission test to m.i.t. it looks like the same s.a.t. or a.c.t. test we all took in a algebra and high school. if you look at the date on the test, it's from 1869. what was it back then they wanted kids who knew how to do equations? in 1870, the brooklyn bridge started construction. we're still teaching, 140 years later, the same curriculum to use to build bridges. we don't build bridges anymore. >> they probably adjusted their curriculum to meet demand. it's a shocking concept, right? >> right. >> i guess if i'm hearing you right, to mandy's point, we should be teaching software programming, health care, right? not math for trees and the sport of spectating, whatever the hell that was. >> all the above. you know, the thing in the '50s and '60s, it was about languages. we all
>> the knee jerk reaction is science and math. in fact, president obama last night said, hey, i'm going to hire 100,000 more science and math teachers. great, but that's not right. you know, i did some surfing around. i hope you have the graphic. i found the admission test to m.i.t. it looks like the same s.a.t. or a.c.t. test we all took in a algebra and high school. if you look at the date on the test, it's from 1869. what was it back then they wanted kids who knew how to do equations?...
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Oct 5, 2012
10/12
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we have in our science and technology sector, very strong sector growing, life science, biotech, i.t., professional services, health care with johns hopkins and others. >> governor? >> yes, sir. >> we had already, when the president proposed the american jobs act, we had already been over letting the bush tax cuts expire just for the rich, and keeping them for people less than 250. we had already had that argument three or four times and it was clear from the composition of congress at the time that the president put forth the american jobs act that there was no way that was going to happen. so letting it, where that was going to be a provision in the american jobs act was pure political posturing and in no way, he knew there was no way that that was going to pass. i just take issue with you saying that this was all republicans saying that they weren't going to, they were going to make sure the jobless rate was much higher. he knew full well that he could back them into the obstructionist corner by saying that we're definitely going to do that, making that part of the american jobs ac
we have in our science and technology sector, very strong sector growing, life science, biotech, i.t., professional services, health care with johns hopkins and others. >> governor? >> yes, sir. >> we had already, when the president proposed the american jobs act, we had already been over letting the bush tax cuts expire just for the rich, and keeping them for people less than 250. we had already had that argument three or four times and it was clear from the composition of...
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Oct 5, 2012
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straightforward guidance and be able to focus on other things, like each other, which isn't rocket science. it's just common sense. from td ameritrade. >>> welcome back to the "halftime report". take a look at the chart, apple down 2%. loss of the day for this stock. it's breaking through the 50 day moving average and keeping going lower. also seeing potentially some technical selling here in the name. also want to point out samsung may have better than expected earns. you may be seeing selling pressure. guys back over to you. >> galaxy doing better than folks expected. pete, what would you do here? >> i still think it's an opportunity. i love apple. i think it's selling off for the wrong reasons. still sticking with 49 million sales as far as the iphone. i respect him. he's been dead right many times now. and he even includes the fact it's a 13 week not a 14 week quarter. but he says one caveat if the supply chain is strained then those numbers have to be readjusted. >> b.k., what do you think? >> i also like apple here but it has to hold 650. not only for apple but i think for the market
straightforward guidance and be able to focus on other things, like each other, which isn't rocket science. it's just common sense. from td ameritrade. >>> welcome back to the "halftime report". take a look at the chart, apple down 2%. loss of the day for this stock. it's breaking through the 50 day moving average and keeping going lower. also seeing potentially some technical selling here in the name. also want to point out samsung may have better than expected earns. you...
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Oct 2, 2012
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as a boy, he always showed strong abilities in math and science. he was even the science student of the year at the university of illinois. but after his adoptive mother passed away, ellis oon dropped t of school and headed to california with little money in his pocket. his skills were quickly recognized. he helped build the first ibm compatible mainframe system. in 1977, he and two of his colleagues broke off and started a company that would eventually become oracle. ellison took the company public in 1986, already a billion-dollar enterprise. now a $100 billion company, his mystique has grown as a billionaire who lives on the edge. he's made shareholders nervous while suffering body blows from mountain biking and surfing. he won a yacht race in sidney overcoming hurricane-strength winds that sank five competitors and drowned six participants. some have speculated he's the inspiration for the tony stark character in "the iron man" films, with ellison even making a cameo in the most recent sequel. ellison's passion for boating it now focused on the
as a boy, he always showed strong abilities in math and science. he was even the science student of the year at the university of illinois. but after his adoptive mother passed away, ellis oon dropped t of school and headed to california with little money in his pocket. his skills were quickly recognized. he helped build the first ibm compatible mainframe system. in 1977, he and two of his colleagues broke off and started a company that would eventually become oracle. ellison took the company...
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Oct 4, 2012
10/12
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let's start the national academy of sciences. let's start land grant colleges. because we want to give these gateways of opportunity for all americans because if all americans are getting opportunity, we're all going to be better off. that doesn't restrict people's freedom. that enhances it. and so what i tried to do as president is to apply those same principles. when it comes to education, what i've said is we've got to reform schools that are not working. we use something called race to the top. it wasn't a top down approach, governor. what we said is to states we'll give you more money if you initiate reforms. and as a consequence, you had 46 states around the country who have made a real difference. but what i've also said is let's hire another 100,000 math and science teachers to make sure we maintain our technological lead and our people are skilled and able to succeed. and hard press the states right now cannot all do that. in fact, we've seen layoffs of hundreds of thousands of teachers over the last several years and governor romney doesn't think we ne
let's start the national academy of sciences. let's start land grant colleges. because we want to give these gateways of opportunity for all americans because if all americans are getting opportunity, we're all going to be better off. that doesn't restrict people's freedom. that enhances it. and so what i tried to do as president is to apply those same principles. when it comes to education, what i've said is we've got to reform schools that are not working. we use something called race to the...
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Oct 1, 2012
10/12
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a real technical term, we suck, on an international basis, kids in the bottom quartile in math and science. if you look at higher ed the university system we have the best universities in the world. what's the difference? universities are competitive, compete for professors, research contracts, students. k through 12 a monopoly. you have a public monopoly on one side and capitalism, competition on the other side. we excel where there's competition, we suck where there's none. >> we're not going to talk about health care now but that's going to become much less competitive and much less private sector involvement as well and that's 20% of the economy. >> well at least the public has kind of expressed its public opinion on it. >> 53-43. it's not going to be repealed if president obama gets reelected. >> unlikely. >> it's 53-43. >> 53-43 and you haven't had anything -- >> disapprove-approve or obama. >> you haven't had let's rip money out of the medicare part of it and the promises about lower health care premiums have certainly not survived. i mean we've seen, what, 8% or 9% increase in heal
a real technical term, we suck, on an international basis, kids in the bottom quartile in math and science. if you look at higher ed the university system we have the best universities in the world. what's the difference? universities are competitive, compete for professors, research contracts, students. k through 12 a monopoly. you have a public monopoly on one side and capitalism, competition on the other side. we excel where there's competition, we suck where there's none. >> we're not...
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Oct 1, 2012
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straightforward guidance and be able to focus on other things, like each other, which isn't rocket science. it's just common sense. from td ameritrade. ♪ [ male announcer ] how do you make 70,000 trades a second... ♪ reach one customer at a time? ♪ or help doctors turn billions of bytes of shared information... ♪ into a fifth anniversary of remission? ♪ whatever your business challenge, dell has the technology and services to help you solve it. mike rowe here at a ford tell me fiona, who's having a big tire event? your ford dealer. who has 11 major brands to choose from? your ford dealer. who's offering a rebate? your ford dealer. who has the low price tire guarantee... affording peace of mind to anyone who might be in the market for a new set of tires? your ford dealer. i'm beginning to sense a pattern. buy four select tires, get a $60 rebate. use the ford service credit credit card, get $60 more. that's up to $120. where did you get that sweater vest? your ford dealer. boproductivity up, costs down, thtime to market reduced... those are good things. upstairs, they will see fant
straightforward guidance and be able to focus on other things, like each other, which isn't rocket science. it's just common sense. from td ameritrade. ♪ [ male announcer ] how do you make 70,000 trades a second... ♪ reach one customer at a time? ♪ or help doctors turn billions of bytes of shared information... ♪ into a fifth anniversary of remission? ♪ whatever your business challenge, dell has the technology and services to help you solve it. mike rowe here at a ford tell me fiona,...
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Oct 4, 2012
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. >> basic science. you don't want to pick winners and losers in the companies that are going to survive. national science foundation obviously. >> good loan guarantees can be targeted. there are many ways to do things. one of the things that arianna has been discussing and i've found very compelling is this notion that we should provide opportunities and channels for national service in a variety of industries. this is something industry could do. i've been very involved with teach for america but you could have not only a teacher's corps, you could have medical corps, you could have financial services corps of young people coming out of college, having trouble finding a job but with industry associations, companies saying we're going to create interns and a service program where people can work for a year, maybe two years, learning a trade, learning a profession, whether they're trying to do legal services for america or financial services for america, or health or for that matter engineering, encoding
. >> basic science. you don't want to pick winners and losers in the companies that are going to survive. national science foundation obviously. >> good loan guarantees can be targeted. there are many ways to do things. one of the things that arianna has been discussing and i've found very compelling is this notion that we should provide opportunities and channels for national service in a variety of industries. this is something industry could do. i've been very involved with teach...
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Oct 5, 2012
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help guide him, and he'll set money aside from his first day of work to his last, which isn't rocket science. it's just common sense. from td ameritrade. >>> welcome back. i'm sharon epperson at the nymex. gold closing right now right where we started the week. gold prices closing just around $1,780 an ounce. we're down $14, $15 on the session. of course the fact that we got a better than expected jobs number means that we probably won't see quicker stimulus, though there may not be much change to what the federal reserve has already laid out in terms what have they're doing with monetary easing. gold prices this week have come close to the $1,800 level but have been unable to close above that mark. last week when china's back in session and we have geopolitics on the horizon, it could be a different picture. keep your eye on south africa in terms in palladium and platinum. back to you. >>> check out these gas prices. they're averaging about $3.80 a gallon pretty much across the country. but imagine this -- what if the u.s. started running low on gasoline? in parts of car crazy, california,
help guide him, and he'll set money aside from his first day of work to his last, which isn't rocket science. it's just common sense. from td ameritrade. >>> welcome back. i'm sharon epperson at the nymex. gold closing right now right where we started the week. gold prices closing just around $1,780 an ounce. we're down $14, $15 on the session. of course the fact that we got a better than expected jobs number means that we probably won't see quicker stimulus, though there may not be...
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Sep 28, 2012
09/12
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. >> reporter: on my radar this afternoon, edwards life sciences bucking the trend up 1.6% today after jeffrey boosted its revenue estimates starting this quarter saying it's seen strength from the company's heart valve. also raising its price target by 10 bucks to 125. keep in mind the fda is expected any day to approve an expansion of sepina's use to high-risk surgical patients noted by wells fargo yesterday. seeing a spike in this stock, at 107, spot 22. >>> the nasdaq with sema. >> reporter: a lot of big movers in tech. research in motion the best performing stock on the nasdaq 100 after reporting earnings last night. of course all eyes on that blackberry 10 device slated for the first half of 2013. facebook another big mover up 7%. pete najarian saying the sheryl sandberg interview on monday could be a catalyst to the stock similar to what we saw after mark zuckerberg spoke at that tech crunch conference. qualcomm, ubs writing that the near concerns related to the shipments could hit a soft patch in the next quarter. >>> today's power player is the chief investment strategist with
. >> reporter: on my radar this afternoon, edwards life sciences bucking the trend up 1.6% today after jeffrey boosted its revenue estimates starting this quarter saying it's seen strength from the company's heart valve. also raising its price target by 10 bucks to 125. keep in mind the fda is expected any day to approve an expansion of sepina's use to high-risk surgical patients noted by wells fargo yesterday. seeing a spike in this stock, at 107, spot 22. >>> the nasdaq with...
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Sep 28, 2012
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i don't want to buy this trade. >> edwards life sciences jeffries upped that price target. >> do not understand the power of this new technique they have for open heart surgery. really makes the whole thing go without giant chest opening. >> and walgreens earnings. >> not bad. come on. not bad. the stock is at 35. guys, read through the release. this is not that bad. this as comeback play. >> all right. before we find out what's coming up tonight let's get to rick santelli and get sentiment numbers. rick? >> what is it? 78.3. now, this is very important. that isn't a bad number. remember we always have the preliminary and the final. so this is the final read. the preliminary was 79.2. we now throw that away. our actual last reading was the august final at 74.3. it as nice improvement. the high water mark was may at 79.3 the best level since october of '07. we've had higher levels but 78.3 is about the third best so a very nice university of michigan and a very, very weak chicago. we'll have to define which is giving us a better glimpse of the future. carl quintanilla, back to you. >>
i don't want to buy this trade. >> edwards life sciences jeffries upped that price target. >> do not understand the power of this new technique they have for open heart surgery. really makes the whole thing go without giant chest opening. >> and walgreens earnings. >> not bad. come on. not bad. the stock is at 35. guys, read through the release. this is not that bad. this as comeback play. >> all right. before we find out what's coming up tonight let's get to rick...
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Oct 3, 2012
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. >> hong kong university of science and technology. very much appreciate your thoughts. let's give you a look at what's on the agenda in asia tomorrow. japan central bank begins its two-day policy meeting. the boj is likely to stand pat this time around but may signal more stimulus on the 30th of october. elsewhere, india posed september services pmi following strong numbers in august and cnbc will have an exclusive interview with malaysia's prime minister, so be sure to tune in for that. >>> back over this side of the world, business activity in the eurozone shows no sign of a rebound. the latest composite pmi figures for september fell to the low nest three years. france and spain saw a mild contraction as the country struggled with painful austerity measures. >>> meanwhile, growth in britain's sector services slowed in september. services pmi fell to 52.2 last month down from a reading of 53.7 in august. joining us now discuss is chris williamson, chief economist at market. good to have you onboard. i want to start out with the uk numbers because we've seen some move
. >> hong kong university of science and technology. very much appreciate your thoughts. let's give you a look at what's on the agenda in asia tomorrow. japan central bank begins its two-day policy meeting. the boj is likely to stand pat this time around but may signal more stimulus on the 30th of october. elsewhere, india posed september services pmi following strong numbers in august and cnbc will have an exclusive interview with malaysia's prime minister, so be sure to tune in for...
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Oct 4, 2012
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straightforward guidance and be able to focus on other things, like each other, which isn't rocket science. it's just common sense. from td ameritrade. >>> the markets are truly sandwiched between politics and the economy. the debate last night, a lot of data today and tomorrow including the jobs number. and the opening bell. the s&p 500 at the top of your screen over the big board, steelcase, maker of business furniture. you might be sitting on some right now, celebrating its 100th anniversary over at the nasdaq. net element international, a mobile commerce and payment processing company celebrating its ipo today. and jim, there have been several of those, although, as we saw from lifelock, not all of them going the way the companies had wished. >> no, it's interesting, this company that's becoming public, it is a terrific household name. they make a lot of plastics that we all use, hard plastics is really their major initiative. plastic uses a lot of natural gas, which means that the margins should be going up. nobody cares. >> yeah, it priced below the range. bery is the ticker. it debu
straightforward guidance and be able to focus on other things, like each other, which isn't rocket science. it's just common sense. from td ameritrade. >>> the markets are truly sandwiched between politics and the economy. the debate last night, a lot of data today and tomorrow including the jobs number. and the opening bell. the s&p 500 at the top of your screen over the big board, steelcase, maker of business furniture. you might be sitting on some right now, celebrating its...
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Oct 2, 2012
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before we dwet into it, how do you judge the brand science. >> you look at the proportion of the earnings to the brand. put a number on how important is this brand to the economic power of the company. >> i'm saying now revealing it, why is coke number one and not apple? >> coca-cola, i mean, one thing about brands is that they are not just a measure of what's going on now. they are a view into the future as well. the thing about coca-cola that you can't deny, 100-year-plus history of consistently delivering great product and relevant brand to people. apple -- as far as apple is concerned, we know they're doing great right now, but there's concerns about what might happen in the near future with the loss of steve jobs. >> i understand why you're so focused on brands, because brands is what you do. you advertise companies. they pay you money to make their brand bigger. actually in a world in which we're connecting over the internet where i care if my coffee maker is purchasable on amazon rather than the brand of that coffee maker is what you do for a living becomes less relevant? >> i'd sa
before we dwet into it, how do you judge the brand science. >> you look at the proportion of the earnings to the brand. put a number on how important is this brand to the economic power of the company. >> i'm saying now revealing it, why is coke number one and not apple? >> coca-cola, i mean, one thing about brands is that they are not just a measure of what's going on now. they are a view into the future as well. the thing about coca-cola that you can't deny, 100-year-plus...
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Oct 1, 2012
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straightforward guidance and be able to focus on other things, like each other, which isn't rocket science. it's just common sense. from td ameritrade. >>> welcome back. for the first time since it went public google he is amarket value now eclipses that of microsoft. when you take a look at the ten years for the two stocks you will see much of it made up by the fact that, yeah, google has gone up and microsoft has not. or not much beyond that 27.9% that we're talking about. google's move recently of course has been the reason the why it is around 248, 249 and a little weak today on down grade but interesting to note the fortunes of both of thoses in terms of google's appreciation and what it is in a larger market value company. >>s interesting to think when facebook was going public people would think facebook google, google being the old guard of tech and facebook being the new guard and wonder field goal that would also happen wz very seen with google and microsoft and so far we have not. >> seems that google won the mobile war. >> in the meantime might want to take a look at gold today
straightforward guidance and be able to focus on other things, like each other, which isn't rocket science. it's just common sense. from td ameritrade. >>> welcome back. for the first time since it went public google he is amarket value now eclipses that of microsoft. when you take a look at the ten years for the two stocks you will see much of it made up by the fact that, yeah, google has gone up and microsoft has not. or not much beyond that 27.9% that we're talking about. google's...